Client Associate

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the UBS with the position of Client Associate which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Client Associate below matches your qualifications.

United States - Minnesota Business development, Business management, administration and support, Client advisory / Relationship management, Finance, Financial Advisors Global Wealth Management

Job Reference #

314948BR

City

Minneapolis

Job Type

Full Time

Your role

Are you detail-oriented? Do you enjoy going above and beyond to ensure tasks are met and exceeded? We're looking for a Client Associate to:

• educate clients on account services and capabilities
• keep management systems up-to-date with client information
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests

Detailed salary information:

• Minneapolis: the salary range for this role is $55000 to $65000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Your team

You'll be working as part of Wealth Management Americas in our Minneapolis, MN office. We help high net worth and ultra high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you'll play an important role providing excellent service to our Financial Advisors and clients.

Your expertise

- bachelor's degree or equivalent, focusing on finance, communication, or business - series 7 and 66 licenses or willingness to obtain after hire - Ideally 5 years of experience in client service, within the finance sector. You are: - an excellent communicator, with solid interpersonal skills - committed to providing top-notch client service - proficient in Microsoft Office Suite

About us

UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $55000 to $65000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Client Associate job info - UBS Minneapolis, MN above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Client Associate job info - UBS Minneapolis, MN in 2025-03-07 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via form this bottom.